Multifamily Refinancing Terms/Conditions: What should I look for?

Multifamily Refinancing Terms/Conditions: What should I look for?

Investor · New York, NY · Member since 2020 · 94 posts · 29 votes

I will be utilizing the BRRRR strategy of Buy Rehab Rent Refinance Repeat to grow the portfolio.

We are looking for a delayed financing loan product that fits this strategy and mainly trying to avoid products that have high fees, a long seasoning period, and prepayment penalties. Once we renovate the property to add value (Equity), we want to refinance once the property increased in value.

My question is around the questions, products, terms, & conditions I should be directionally aware of when having conversations with lenders.

Below are some notes that I wrote to get the ball rolling on this:

Refinance Financial Products

  • Convention Financing/Agency Debt (Are these the same?)

Refinancing Financial Terms To Look At

  • Amortization Periods
    • Target: 30 Years
  • Longer Terms
    • Target: 30 Years
  • Rates:
    • Target: Concurrent with Conventional Residential Rates?
  • Pre-Payment Penalties:
    • Surely I need to consider this?
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  • Rick MartinPro Member
    Rental Property Investor · Redondo Beach, CA · Member since 2017 · 411 posts · 477 votes
    5y

    @Matthew Metros Are you asking for a commercial property (5+)?

    Conventional is not backed by the government. Agency Debt is basically Fanny/Freddie, and it is backed, but not guaranteed by the gov't.

    You can get commercial loans that are amortized over 30 years but don't confuse that with the hold (see next sentence).

    Longer terms - commercial loans will be normally be held for 5, 7, 10 years, with a balloon payment for the balance at the end.

    Your business plan should dictate your loan type. If you are executing a value add, and looking to refi out in 3 years, you don't want to get long-term debt that carries prepayment penalties. You would rather start with a 3-yr bridge loan that you would transition out of, once you completed the renovation. Only align long-term debt with long-term holds (if you have an attractive rate, assumable debt is a good option). Keep in mind these shorter-term loans carry risk and higher rates, so your team should be capable to execute.

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